Monarch Capital Management’s Pinnacle West Capital PNW Stock Holding History

Monarch Capital Management’s Portfolio PNW Stock Details PNW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q2	–	Sell	-2,700	Closed	-$225K	–	97
2017 Q1	$225K	Sell	2,700 -100	-4%	-$7.99K	0.08%	90
2016 Q4	$218K	Hold	2,800	–	–	0.08%	92
2016 Q3	$213K	Hold	2,800	–	–	0.08%	94
2016 Q2	$227K	Hold	2,800	–	–	0.08%	92
2016 Q1	$210K	Buy	+2,800	New	+$191K	0.08%	96
2015 Q1	–	Sell	-3,433	Closed	-$235K	–	107
2014 Q4	$235K	Sell	3,433 -500	-13%	-$31.1K	0.09%	91
2014 Q3	$215K	Hold	3,933	–	–	0.09%	92
2014 Q2	$227K	Hold	3,933	–	–	0.09%	86
2014 Q1	$215K	Hold	3,933	–	–	0.09%	86
2013 Q4	$208K	Sell	3,933 -100	-2%	-$5.48K	0.08%	85
2013 Q3	$221K	Sell	4,033 -2,600	-39%	-$146K	0.09%	86
2013 Q2	$368K	Buy	+6,633	New	+$385K	0.16%	72

Other funds holding PNW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Monarch Capital Management's PNW Position: Q2 2017 in Review

Monarch Capital Management sold out of Pinnacle West Capital (PNW) in Q2 2017, closing a stake of 2,700 shares — an estimated $225K sold.

Monarch Capital Management first reported a position in PNW in Q2 2013 and held it in 12 quarters. The position peaked at $368K in Q2 2013. 461 funds tracked by Wall St. Rank hold PNW as of Q2 2017.

Monarch Capital Management reported no remaining Pinnacle West Capital position as of Q2 2017 after selling out during the quarter.
Monarch Capital Management sold 2,700 Pinnacle West Capital shares in Q2 2017, an estimated $225K.
Monarch Capital Management first reported a position in Pinnacle West Capital in Q2 2013 and held it in 12 quarters.
Monarch Capital Management's Pinnacle West Capital position peaked at $368K in Q2 2013.
461 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q2 2017.

Based on Monarch Capital Management's 13F filing for Q2 2017, filed 26 Jul 2017.